+702.2%
AXTI vs DOC
+20.3%
+682.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -1.0% | -7.4% | -8.1% |
| 7D | -23.4% | +4.3% | -27.8% | -24.5% |
| 30D | -42.6% | +9.2% | -51.7% | -44.6% |
| 3M | -46.7% | -0.8% | -45.9% | -47.0% |
| 6M | -66.2% | +7.1% | -73.3% | -67.7% |
| YTD | +140.4% | +34.0% | +106.4% | +108.2% |
| 1Y | +276.5% | +23.2% | +253.3% | +236.6% |
| 3Y | +1,885.4% | +53.6% | +1,831.7% | +1,531.2% |
| 5Y | +350.3% | -20.4% | +370.7% | +363.1% |
| 10Y | +702.2% | +23.4% | +678.9% | +624.5% |
| All | +702.2% | +20.3% | +682.0% | +624.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded DOC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling